Discover and read the best of Twitter Threads about #RandomThoughts

Most recents (17)

WILL #ITC Hive off the Non-Tobacco FMCG ?
During Q4 & FY23, Operating PAT Growth delivered by #ITCs non-tobacco #FMCG business has been No1 amongst Peers.
Revenue (+19% YoY) but EBITDA (+76% YoY) & margins a respectable 13.3%
Will Investors Attach Super High PE to Non-Tobac FMCH biz ?
I was looking at DABUR, its Consold Op Profit and PAT declined in FY23 vs FY22... its 3 yr CAGR is just 6% (that's way lower than inflation). Its Fwd PE and EV/EBITDA is 47 & 34 respectively ( ImageImage
Now lets look at ITC Non-Tobacco FMCG business. Q4 Segment EBITDA up 76% YoY against Q4 Segment Revenue up 19.4% YoY Image
Read 4 tweets
लालपरी! 🤩 🚌

आयुष्यात पहिल्यांदा ड्रायव्हर काकांच्या शेजारच्या खुर्चीत बसून प्रवास 🤗 तो ही तिकिटाचे पूर्ण पैसे भरून!

पुरुष असूनही माझ्या आरक्षित जागेवरून मला उठवलं नाही, या सवलतीबद्दल कृतज्ञता व्यक्त करतो 🙏 माझी तरी दुवा नक्की मिळेल!

असो, प्रवास सुरू 🛣️

#प्रवास #लालपरी #म ImageImageImage
पायाशी असणाऱ्या या बोळकांड्यातून हवा येत राहाते.. पण खिडक्या असूनही ते तिथे का आहे? हा प्रश्न गेला अर्धा तास मेंदू कुरतडत आहे 🙄😄

#प्रश्न #निरीक्षण #असे_का ? Image
घाटातला प्रवास आणि वय यांचा काहीही संबंध नाही! अशा प्रवासात आम्ही अजूनही लहान मुलासारखे इकडे तिकडे बघत बसतो 😁🤗

#प्रवास #लहानपण #मराठी ImageImageImage
Read 14 tweets
All Porter’s Five Forces are great to study, but the single force that matters the most is threat of new entrants.

If you can’t check this box, you should just move on to the next company.

If demand is so great to where any company can earn high returns on capital, other businesses will notice and enter the market to compete for the profit pool.
Demand will then be distributed across more players and cause costs per unit to rise as fixed costs spread around fewer units sold.
Read 5 tweets
104.01/ Week one-hundred and four, July 9-15, 2022, thread begins here.

Week 103 below.
104.02/ I subscribe to @AlexandraErin on Buttondown but realized I didn't on @Patreon so I just rectified that. I very highly recommend her non-fiction writing (I'm sure her fiction is good too, but I haven't tried it yet so YMMV).
104.03/ This is a pretty extraordinary column all around, especially the story by my rebbe, Rav Riskin. It's also clear how much of a multi-dimensional gadol-hador Rav Moshe Feinstein z'l was. A gadol in chochma, bina, da'at and midot.
Read 35 tweets
"Ever wondered.. how does it feel like to be the only one who remembers? How does it feel to be the only one who loves?" An exasperated lwj asks wy who doesn't remember anything from his past life.

All these years, lwj was the only one who remembered him...
This was the most lwj ever spoke! Wy was obviously shocked.

He didn't remember loving lwj, or the time they spent together. He didn't remember how he was ready to marry him even if the whole world stood against them.

Lwj, remembers it all.
Wy was frozen when he heard that. Lwj had a steady stream of tears falling down his perfect glass like skin. His usually stoic demeanor, falling apart with every tear.

Lwj couldn't bear to look at wwx. He just turned around and started walking away.
Read 7 tweets
The hindu vote is divided. Each election reiterates this fact. There must exist many social, political & cultural reasons for it & experts have expounded on it. The first General Elections was largely a unified vote for the INC, winning 364 of the 489 contested seats.+
The vote share was only 45 % for the INC, ppl had overwhelmingly voted for the Congress!
In 2019, Modi led NDA won by a majority vote share of 45% ! So much for the Congress & state dynast parties raking up vote share! #Politics +
A hindu united vote is a dream of the BJP, but are they taking steps to realise it? Caste politics aside. Instilling a sense of oneness through shared history & tradition wd be the natural steps to achieve such a goal. A longer process, which must start at the school level.+
Read 9 tweets
Carve out your own destiny,
They said!
But gave me a bag of clay!
How could I do anything,
When by their rules I was to play!

Change what you wish,
But keep everything the same!
Conditions such painfully untenable!
How can someone be so cruel,
And make us feel expendable!
As I walked along,
This path you told me was life!
Stumbled I did sometimes,
Attempting some dignity in strife!

How can one try
Try to he sane!
When we have already been,
Told nothing in the end will remain!

And they say it's not the destination,
Its a journey to the far beyond
How does one take time,
To ponder and respond to each demand!

Where is the energy,
Are you not tired?
As every story is the same!
Why is there then no synergy,
In what's with us, that you let remain!

Broken pieces,
Like shards of glass they pierce my heart!
Unable to bear.....
Read 7 tweets

If the Universe had to store the location of every particle before we looked at it, it would need more storage space and be less efficient.
Where does the Universe store all of the information?

The information is stored as holograms in the Dark Matter. (my idea).

What is Dark Energy?
— it's the leftover "soul-energy" from creatures that died (my idea).

Yes, I've been watching science shows.
— I answered the first two questions in the previous tweet.

Read 7 tweets
01.01a/ Week 01 (Reconstruction), July 18-24 2020, Begins below. At week 6 (Aug 25 2020), I realized I should number things

and at week 13 I made each week into a separate thread. So for threading purposes, I want to recreate each week as a separate thread
Read 10 tweets
13.01new/ I'm experimenting with a new procedure for my #RandomThoughts thread (linked below), which has gotten enormous and difficult to navigate. Each week I will make a separate thread & embed/link it in the original monster. Let's see if this works

13.02a/ We subscribe to the local NJ paper (Support Local News! Another Slogan!) & they invest heavily in Kings Feature & Creators Syndicate comics. As an amateur comics historian/artist, I have issues with the quality of both groups, but esp. with The Lockhorns & Andy Capp
13.02b/ I collect comic strip books (comics were a road not taken), my kids have a youth filled with some of the best (Calvin & Hobbes, Far Side, Cul de Sac, Citizen Dog, Peanuts) so the two martial strife comics are a jarring contrast.
Read 70 tweets

Amongst the many little pleasures of life that are so underrated , #gardening tops my list .

It is astounding as to why I never tried my hand at it prior to 2019 despite being a #nature lover !
Oh! The joy it brings is unfathomable mostly! :))
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From tending them with love to methodically pruning & feeding them , at times singing to them almost cajoling them to grow quickly to watching them dance ....

Life seems much more beautiful being around my tiny lil garden playing peekaboo my plants !!
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The sweet scent of that freshly watered soil , the friendly banter I have with them whilst sipping on my morning tea , at times admonishing myself ; sometimes others ' ....
Sometimes just being ....
At times staring at the soil waiting for the shoots to appear !!
+ ImageImage
Read 5 tweets
1/ I was trying to comfort a friend abt our situation b/c they were rightfully terrified that the US could turn into what's happening in Belarus right now (…)

There's a fine line b/w being aware & alert vs paralyzed with despair. Sadly, it's very hard to do
2/ Here is the litany of comforts I described about why I feel Trump (ym'sh) is likely to be defeated by Biden in the upcoming election.

(a) DJT incompetence
(b) October Surprises
(c) DJT Health
(d) Will of the People
3/ (A) DJT Incompetence: this has been clear from the start. The bad guys are terrible at being evil. The Ukraine Plot was stupid & it was foiled, leading to impeachment

The only reason DJT has been 'successful' in anything has been the well-oiled evil machine of current GOP
Read 62 tweets
: ___ is a NSA creation. The IPO limited information to 200 characters. If the essence of Truth was 300 characters, conceptually it gives the platform more control to skew sentiment, perception and thought.
never forget:
*in a machine learning environment inputs go to the AGI.
Audio recording and manipulation:
your "noise gate" is an electronic regulatory device of the audio signal that can reduce the spectrum interference and even "delete" or "ban" signal ranges in the mix that is then pumped into the ears of the listener. ____ is language based.
Double Slit Theory: the Physics of Quantum Entanglement if you use this information as a template to understand "ancient" knowledge you could move "mountains". However, in the current state of post-modern academic learning, the "ancient" world has been hived off and reprogramed.
Read 4 tweets
Sure, "polls aren't votes", but 15 pts down means Trump's (ym"sh) vulnerable, dries up fundraising, allows GOP electeds to contradict him publicly, allows reporters to treat him normally & not as the magician of 2016 who commands a cult of violent kooks.
To combat the complacency that the polling imbalance could bring, I suggest telling fellow anti-Trumpites that no matter how much DJT is down in November, when you vote, it will feel as good as punching him in the face with all of your strength

Read 483 tweets
Himachal Futurustic started the year 1999 at 37. Ended at 675. In 2000, it peaked at 2578 before correcting nearly 75% of the move.
Since it was a relatively unknown stock (before the Richard Packer story broke), very few Investors were positioned in the stock.
Both Volumes and Price exploded in 1999 and upto the peak. The entire fall from the peak happened in just one month, April of 2000 when it lost 50% to end at 833.
Read 19 tweets

Inner Peace is available to all of us, irrespective of caste, power, wealth status, etc... Etc... More Importantly its free to one and all..
Inner Peace cannot be purchased by any amount of Money... We can have all the wealth around us and still be miserable/unhappy due to lack of inner peace...

Inner Silence within is the substratum for living in the outer world..
Observe the Silence within at quiet place at regular intervals... You will be get many answers, solutions to your problems.. more importantly you will find bliss... A state of infinite happiness... It's a long journey... Be regular to this sadhana..
Read 5 tweets
It’s #Monday, I’m boozing it up at a 4 seat bar, the #barkeep is a long pourer, and I’m all fucking set if I get something stuck between my teeth.👇🙃 #RandomThoughts #drinking #OutAndAbout
Shooting the shit with a friend, she’s proud to be doing well with her plants - unusual for her.

The key was a #video explaining the benefits of pruning.

She needs REASONS. She got them.

Apparently, pruning in a particular manner stimulates growth hormones.
Of course, this led to me initiating a discussion about the #movie I just watched on Hulu, called “The German Doctor.”

The main character was Josef Mengele. #ThisHappened

People, this is why I’m known in my circles as “The Black Hole Of Conversation.” SMTH
Read 239 tweets

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